Legacy Financial Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-137
| Closed | -$48K | – | 863 |
|
|
2019
Q1 | $48K | Hold |
137
| – | – | 0.02% | 285 |
|
|
2018
Q4 | $34K | Buy |
137
+127
| +1,270% | +$31.5K | 0.01% | 312 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 823 |
|
|
2018
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 796 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 768 |
|
|
2017
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 757 |
|